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Create a Letter
Create a Letter

Create and write a letter for a patient or contact

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

This article is about how to create a letter for a patient and external contact. For information on how to view, edit, and share a letter, see here.

Note: If you want to create a letter, you must have a role assigned to you that gives you editing permissions for Letters and Patients. For more information on roles, see here.


Create a Letter

You can create a letter from the Patients page:

1. Select the patient who you want to create a letter for.

2. Go to the Letters tab.

3. Click New.

4. Enter the basic details of the letter:

  • Status (optional): Choose the draft status of the letter

  • Subject: The title of the email

  • Recipient (optional): Choose whether to send the email to an external contact

  • Copied in recipients (optional): Add the automated details of other recipients to a letter. For more information on how to fully set this up, see here

  • Location (optional): Include the origin location of the letter. This will not appear on the actual letter

  • Practitioner (optional): Include the practitioner associated with the letter. This will not appear on the actual letter

5. Choose whether you want to use a letter template, using the Insert template dropdown in the text editor. For information on how to create letter templates, see here.

6. Write the letter by typing into the text editor. You can also insert automatic tags (such as the patient's name, and your practice's logo) by clicking the buttons at the top of the text editor. For information on how to get the best experience with the text editor, see here.

7. Click Save.

The letter now appears in the Letters tab in a patient's record, and on the main Letters page in Semble. For information on how to edit and share a letter, see here.

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